by Financial Planning | Apr 15, 2016 | Advisor-Articles, Retirement Planning
It doesn’t necessarily make sense to pay off student loans early if that means foregoing saving for retirement; plus, how the life-expectancy gap between rich and poor skews Social Security.
by Merriman | Apr 15, 2016 | Advisor-Articles
Merger Creates One of the largest Wealth Management Firms in the Northwest SEATTLE (April 18, 2016) – Merriman Wealth Management, LLC today announced that Summit Capital Management, LLC, a Northwest-based boutique financial services firm, has merged with Merriman, a Focus Financial Partner firm. This merger makes Merriman one of the largest wealth management firms in the […]
by Kenneth Corbin | Apr 15, 2016 | Advisor-Articles
Richard Ketchum, former critic of the fiduciary rule, calls the final version “much better” than earlier proposal. But he still wants to see SEC develop uniform standard.
by Scott Wenger | Apr 15, 2016 | Advisor-Articles
Advisors should be prepared to defend their recommendations, the low-cost planning pioneer says, and predicts the demise of high-fee products.
by Institutional Investor: Asset Management New | Apr 15, 2016 | Advisor-Articles, Financial Planning, Personal-Finance
With an impressive career that spans banking and politics, the wife of the U.S. presidential hopeful is a fundraising force in his campaign.
by Institutional Investor: Asset Management New | Apr 15, 2016 | Advisor-Articles, Financial Planning, Personal-Finance
Chinese debt-fueled growth meets forecasts; oil slides ahead of Doha summit; Brazil’s top court clears way for impeachment hearings; Bats Global tries IPO again.
by Institutional Investor: Asset Management New | Apr 15, 2016 | Advisor-Articles, Financial Planning, Personal-Finance
At spring meetings Christine Lagarde calls for fiscal and monetary stimulus to boost growth; Jim Kim stresses World Bank role in alleviating the refugee crisis.
by Andy Hyer | Apr 15, 2016 | Advisor-Articles, Markets
The table below shows performance of US sectors over the trailing 12, 6, and 1 month(s). Performance updated through 4/14/16.
The performance above is based on pure price returns, not inclusive of dividends, fees, or other expenses. Past perform…
by John Lewis | Apr 15, 2016 | Advisor-Articles
The year got off to a rocky start. After the holidays ended and everyone returned to work, the stock market had a sharp selloff that left it in negative territory for January. The market would eventually bottom out in mid-February and continue to recover through the end of the quarter. Despite the early selloff, the […]
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by Institutional Investor: Asset Management New | Apr 15, 2016 | Advisor-Articles, Financial Planning, Personal-Finance
Start-up stock options, San Francisco economics and weather’s impact on the economy all featured in II’s best stories of the week.
by Institutional Investor: Asset Management New | Apr 14, 2016 | Advisor-Articles, Financial Planning, Personal-Finance
Through a series of reforms, DiNapoli has made the New York State Common Retirement Fund more accountable to the public.
by Financial Planning | Apr 14, 2016 | Advisor-Articles
Clients should try these last-minute approaches for savings on their taxes. Plus, the complications that arise when family members co-own real estate investments and strategies that make paying taxes optional.
by Veronica Ni | Apr 14, 2016 | Advisor-Articles
A group consisting of three veteran advisors left the wirehouse to join the super regional.
by Ann Marsh | Apr 14, 2016 | Advisor-Articles
In a succession play, Advisor Financial Services gets snapped up by Retirement Advisors of America.
by Financial Planning | Apr 14, 2016 | Advisor-Articles, Retirement Planning
Today’s young workers can learn from their parents’ example on making early sacrifices and managing debt wisely; plus, how clients can save by automating their portfolios.
by Institutional Investor: Asset Management New | Apr 14, 2016 | Advisor-Articles, Financial Planning, Personal-Finance
The Bay Area’s venture capital and tech start-up communities have the ability to effect change. Yet this power is often misapplied.
by Nicholas Yeap | Apr 14, 2016 | Advisor-Articles
Both wirehouses also see client assets shrink.
by Suleman Din | Apr 14, 2016 | Advisor-Articles
After the asset management giant announces a third major financial services client for its robo platform this year, a theme emerges.
by Institutional Investor: Asset Management New | Apr 14, 2016 | Advisor-Articles, Financial Planning, Personal-Finance
Impending bribery charges against Guo Boxiong are part of President Xi Jinping’s push to purge factions from the People’s Liberation Army.
by Institutional Investor: Asset Management New | Apr 14, 2016 | Advisor-Articles, Financial Planning, Personal-Finance
Agency predicts oil surplus to fall as U.S. output shrinks; BoA results hit by trading woes; New York pension votes on cutting hedge fund exposure; Bank of England holds rates.